Texas · 5 advisers
Financial Advisors in Fredericksburg, Texas
Looking for a financial advisor in Fredericksburg, Texas? Falists indexes 5 SEC-registered and state-registered investment advisers in Fredericksburg — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $823.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
5
Largest AUM
$823.7M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Fredericksburg
Ranked by AUM · Fees, team & specialties at a glance
HIGHCREST CAPITAL, LLC
Fredericksburg, TX
AUM
$823.7M
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
830-214-2770
SSB&T WEALTH MANAGEMENT, LLC
Fredericksburg, TX
AUM
$445.1M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
830-997-7575
NOBLE INVESTORS LLC
Fredericksburg, TX
AUM
$6.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(830) 992-3525
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Common questions
- How many financial advisors are in Fredericksburg, Texas?
- 5 registered investment advisers are listed in our Fredericksburg directory, sourced from public SEC filings.
- What types of advisors are in Fredericksburg?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Fredericksburg?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.